Institutional Ownership Invesco ETF Tr Ii Pfd ETF (PGX)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Pfd ETF (PGX). We have compiled data on the 497 institutions that hold shares in the stock, with a total of 181 Million shares, which have been reported (via 13F filing form) to have a value of $2.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
12,444
shares
|
$140,990
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
12,320
shares
|
$139,585
0.04% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
12,266
shares
|
$138,973
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
12,215
shares
|
$138,395
0.03% of portfolio
|
Q1 2024
Reduced 18.24%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
12,190
shares
|
$138,112
0.0% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Cookson Peirce & CO Inc
|
Jul 30, 2025 Q2 2025 |
12,154
shares
|
$137,704
0.01% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
11,823
shares
|
$133,954
0.01% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2025 Q2 2025 |
11,743
shares
|
$133,048
0.1% of portfolio
|
Q2 2025
Reduced 13.42%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
11,674
shares
|
$132,266
0.09% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
11,624
shares
|
$131,699
0.0% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
11,588
shares
|
$131,292
0.0% of portfolio
|
Q2 2025
Reduced 11.44%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
11,433
shares
|
$129,535
0.01% of portfolio
|
Q1 2025
Reduced 59.79%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
11,420
shares
|
$129,388
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
11,334
shares
|
$128,414
0.1% of portfolio
|
Q1 2025
Reduced 13.99%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
11,250
shares
|
$127,462
0.04% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
11,170
shares
|
$126,556
0.04% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
11,066
shares
|
$125,377
0.07% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
11,000
shares
|
$124,630
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
10,936
shares
|
$123,904
0.06% of portfolio
|
Q2 2025
Reduced 26.25%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
10,909
shares
|
$123,598
0.02% of portfolio
|
Q2 2025
Reduced 84.21%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
10,860
shares
|
$123,043
0.0% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
10,776
shares
|
$122,092
0.0% of portfolio
|
Q2 2025
Reduced 15.59%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
10,585
shares
|
$119,928
0.01% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
10,524
shares
|
$119,236
0.0% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
10,430
shares
|
$118,171
0.03% of portfolio
|
Q2 2025
Reduced 85.25%
|